Loomis, Sayles & Company
BTSG icon

Loomis, Sayles & Company’s BrightSpring Health Services BTSG Stock Holding History

Loomis, Sayles & Company’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.4M Sell
431,928
-11,342
-3% -$457K 0.02% 247
2025
Q4 		$16.6M Buy
+443,270
New +$14.9M 0.02% 266

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Loomis, Sayles & Company's BTSG Position: Q1 2026 in Review

Loomis, Sayles & Company reduced its BrightSpring Health Services (BTSG) stake by 2.6% in Q1 2026, selling an estimated $457K and leaving 431,928 shares worth $18.4M. The position accounts for 0.02% of the portfolio, ranked #247.

Loomis, Sayles & Company first reported a position in BTSG in Q4 2025 and has held it in 2 quarters since. 336 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • Loomis, Sayles & Company held 431,928 shares of BrightSpring Health Services worth $18.4M as of Q1 2026.
  • Loomis, Sayles & Company sold 11,342 BrightSpring Health Services shares in Q1 2026, an estimated $457K.
  • BrightSpring Health Services made up 0.02% of Loomis, Sayles & Company's portfolio in Q1 2026, its #247 holding.
  • Loomis, Sayles & Company first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 2 quarters since.
  • 336 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.